Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Welsh is a financial advisor with Fidelity Brokerage Services LLC. Trevor Welsh is registered with the state of Kentucky. Trevor Welsh has 2 approved SRO registrations. Trevor Welsh has 53 approved state registrations. Trevor Welsh has 2 principal exams and 2 product exams. Trevor Welsh has been in the financial industry for 7 years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
KY
12/14/2018 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
02/26/2016 - 01/18/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 03/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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